Legacy Beyond Wealth is a podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement and transitioning their business to the next generation.

After completing their family legacy plan, Richard and Eva now face another major milestone: planning the succession of Richard’s $30 million business. In this special bonus episode (Part One) of Legacy Beyond Wealth, we follow Client Adviser Christopher and Business Exit Associate Director Jerome as they work together to lay the foundations for this transition.

For Richard, the business is more than a company; it is his life’s work. Letting go is not just financial; it is deeply emotional. For Eva, the greatest concern is preserving harmony between their two children. From identifying the right successor to crafting a gradual transition plan, this episode explores how true succession planning protects not only the business but also the family relationships behind it.

At Providend, we believe good legacy planning should preserve not just wealth but also relationships. It should offer clarity, not confusion.

Listen to the earlier podcast episodes here on legacy planning:

• Episode 1
• Episode 2 
• Episode 3
• Episode 4

Music courtesy of ItsWatR.

The voice talents for this episode are Ray and Annette, Client Advisers, voicing Richard and Eva, our CEO, Christopher, voicing as their Client Adviser, and Jerome, voicing as the Business Exit Associate Director, at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 4 can be found here.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

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